Invesco unit investment shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 23k | 116.97 |
| 2024-12-31 | $2.3k | 26 | 89.23 |
| 2023-12-31 | $3.2M | 38k | 82.40 |
| 2021-06-30 | $378k | 5.0k | 75.35 |
| 2021-03-31 | $3.0M | 44k | 69.53 |
More positions owned by Synergy Financial Management
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